Irvine, CA · On-site
$120 - $170/hr
Cerity Partners LLC is seeking a Portfolio Manager in Irvine, CA, to oversee investment strategies, portfolio construction, and performance management. The role demands leadership and technical ...
New
Irvine, CA · On-site
$120 - $170/hr
Cerity Partners LLC is seeking a Portfolio Manager in Irvine, CA, to oversee investment strategies, portfolio construction, and performance management. The role demands leadership and technical ...
New
Irvine, CA · On-site
$173K - $218K/yr
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Irvine, CA · On-site
$173K - $218K/yr
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Irvine, CA · On-site
$173K - $218K/yr
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Irvine, CA · On-site
$173K - $218K/yr
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit ...
Rowland Heights, CA · On-site
$71K/yr
Manage the renewal process by working with the Relationship Manager, the client and the credit ... Ensure the portfolio administration and risk management of each client relationship is in ...
Rowland Heights, CA · On-site
$71K/yr
Manage the renewal process by working with the Relationship Manager, the client and the credit ... Ensure the portfolio administration and risk management of each client relationship is in ...
City Of Industry, CA · On-site
$71K - $130K/yr
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management ... Manage the renewal process by working with the Relationship Manager, the client and the credit ...
City Of Industry, CA · On-site
$71K - $130K/yr
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management ... Manage the renewal process by working with the Relationship Manager, the client and the credit ...
$88K - $165K/yr
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend ... Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations
$88K - $165K/yr
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend ... Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations
$88K - $165K/yr
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend ... Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations
$88K - $165K/yr
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend ... Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations
Fresno, CA · On-site
$74K - $104K/yr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
Fresno, CA · On-site
$74K - $104K/yr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
San Jose, CA · On-site +1
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
San Jose, CA · On-site +1
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
Fresno, CA · On-site
$80 - $100/hr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
New
Fresno, CA · On-site
$80 - $100/hr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
New
Irvine, CA · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
Irvine, CA · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
San Jose, CA · On-site
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
Quick apply
San Jose, CA · On-site
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
$74K - $104K/yr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
Quick apply
$74K - $104K/yr
The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Investigate, evaluate, and analyze client financial statements, tax returns, and all other ...
Irvine, CA · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
Irvine, CA · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
San Jose, CA · On-site
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
San Jose, CA · On-site
$90K - $140K/yr
Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
San Jose, CA · On-site
$90 - $140/hr
Portfolio Manager Position type: Full‑time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
San Jose, CA · On-site
$90 - $140/hr
Portfolio Manager Position type: Full‑time Pay range: $90,000 - $140,000 Division: Specialty ... Ability to manage complex credits and client relationships * Background in cash flow lending for ...
Los Angeles, CA · On-site
$150K - $200K/yr
Our corporate culture is one of client-focus, collaboration, performance and accountability, family ... In addition to the management of individual portfolios, the PM will participate in and contribute ...
Los Angeles, CA · On-site
$150K - $200K/yr
Our corporate culture is one of client-focus, collaboration, performance and accountability, family ... In addition to the management of individual portfolios, the PM will participate in and contribute ...
Los Angeles, CA · On-site
$80K - $100K/yr
In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative ...
Quick apply
Los Angeles, CA · On-site
$80K - $100K/yr
In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative ...
Tarzana, CA · On-site
$70K - $115K/yr
In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative ...
Quick apply
Tarzana, CA · On-site
$70K - $115K/yr
In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative ...
$36K - $50.1K
7% of jobs
$50.1K - $64.1K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$64.1K - $78.1K
20% of jobs
The median wage is $87.8K / yr.
$78.1K - $92.2K
20% of jobs
$92.2K - $106.2K
17% of jobs
$111.5K is the 75th percentile. Wages above this are outliers.
$106.2K - $120.3K
4% of jobs
$120.3K - $134.3K
14% of jobs
$134.3K - $148.4K
1% of jobs
$148.4K - $162.4K
1% of jobs
$162.4K - $176.4K
3% of jobs
$176.4K - $190.5K
3% of jobs
$36K
$99.2K
$190.5K
A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.
For Client Portfolio Manager jobs in California, the most frequently searched job titles are:
The top searched job categories for Client Portfolio Manager jobs in California are:
Cities in California with the most Client Portfolio Manager job openings:
$120 - $170/hr
Other
Medical, PTO
Posted 3 days ago
New
Cerity Partners LLC is seeking a Portfolio Manager in Irvine, CA, to oversee investment strategies, portfolio construction, and performance management. The role demands leadership and technical expertise with a focus on delivering risk-adjusted returns for clients.
The ideal candidate will possess 7-10+ years of industry experience, a Bachelor’s degree, and credentials like CFP or CFA. A strong understanding of capital markets and exceptional communication skills are essential.
The position offers a competitive salary range of $120,000 - $170,000 along with excellent benefits such as health insurance and flexible PTO.
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Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
New York, NY, US
2009
